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Xcel Energy
XEL

Overview Fund Activity

965 hedge funds and large institutions have $29B invested in Xcel Energy in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 310 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
15.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
91
Increased
367
Reduced
310
Closed
76
Calls
$101M
Puts
$14.4M
Net Calls
+$86.6M
Net Calls Change
+$17.2M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$466M
2
Bank of America
Bank of America
North Carolina
+$153M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$145M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$137M
5
Cohen & Steers
Cohen & Steers
New York
+$111M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$196M
2
Capital International Investors
Capital International Investors
California
-$130M
3
Deutsche Bank
Deutsche Bank
Germany
-$99.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$77.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$67.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
801
Park Place Capital
Alabama
$101K -$13.7K -203 -12%
HIA
802
Harbor Investment Advisory
Maryland
$99.1K – – –
MAM
803
Marquette Asset Management
Minnesota
$98.6K – – –
HFM
804
Harvest Fund Management
China
$97K +$45.3K +672 +88%
CSB
805
City State Bank
Iowa
$89K – – –
AS
806
AM Squared
Hong Kong
$87.7K +$87.7K +1,300 New
FMP
807
Financial Management Professionals
Texas
$83K +$4.39K +65 +6%
EWM
808
Endurance Wealth Management
Rhode Island
$82K – – –
FCA
809
FinTrust Capital Advisors
South Carolina
$81.7K – – –
TCOV
810
Trust Company of Vermont
Vermont
$81.5K – – –
SWA
811
SOA Wealth Advisors
New York
$81.2K +$270 +4 +0.3%
Loomis, Sayles & Company
812
Loomis, Sayles & Company
Massachusetts
$79K -$14.1K -208 -15%
PFBT
813
Parkside Financial Bank & Trust
Missouri
$78.6K +$31.4K +465 +66%
WTA
814
Washington Trust Advisors
Massachusetts
$77.5K – – –
WAS
815
Winch Advisory Services
Wisconsin
$76K +$541 +8 +0.7%
CFO
816
CVA Family Office
Colorado
$75.5K +$1.35K +20 +2%
NL
817
NVWM LLC
Pennsylvania
$71.5K +$1.97K +29 +3%
NSIM
818
North Star Investment Management
Illinois
$71.2K – – –
BC
819
Bartlett & Co
Ohio
$71K – – –
BCWM
820
Bartlett & Co Wealth Management
Ohio
$70.7K – – –
CHA
821
Carmichael Hill & Associates
Maryland
$69.5K – – –
DMBA
822
Deseret Mutual Benefit Administrators
Utah
$68.5K – – –
FDCC
823
Foster Dykema Cabot & Co
Massachusetts
$67K +$67K +1,000 New
BHWM
824
Beaird Harris Wealth Management
Texas
$65K – – –
HGERS
825
Householder Group Estate & Retirement Specialist
Arizona
$65K -$6.06K -90 -9%
31 32
33
34 35